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Net-Zero Transition Reprices Assets

Net-Zero Transition Reprices Assets

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We now have evidence that the shift toward sustainability is leading to a repricing of assets across the board – and believe it has a lot more room to run. US inflation hit new 40-year highs, sending bond yields soaring amid market expectations of more rate hikes. We see the market’s hawkish view as overdone.

...read full article on Seeking Alpha

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